Together Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Together Planning provides financial planning and portfolio management to individuals and families — including high-net-worth clients — as well as charitable organizations, small businesses, and retirement plan participants. The firm offers both standalone financial planning engagements and integrated planning with ongoing investment management, plus an asset-management-only option and SIMPLE IRA plan advisory services.
Together Planning combines written, plain-English financial plans with ongoing monitoring and periodic reviews and offers both discretionary and non-discretionary management. The firm may allocate client assets to firm-developed model portfolios or engage Independent Managers for portions of accounts, including equity managers that offer personalized indexing strategies, and uses ESG-oriented ETFs when clients choose that option.
Distinctive features include the firm’s use of a third‑party insurance analysis platform (DPL) to review annuities and insurance products and the inclusion of those products in client asset allocations when appropriate, which may result in advisory fees being applied to insurance contract assets. The firm routinely directs custody to Schwab Institutional, participates in Schwab’s institutional program, and has recently streamlined its service names and moved away from using a third‑party sub‑adviser and wrap programs while incorporating Independent Managers where needed.
Client services
Expertise
Fee options
Flat annual fee may be charged instead of percentage fee at management's discretion, amount negotiated.
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $20,000,000: 0.65% $20,000,001 - $50,000,000: 0.45% $50,000,001+: 0.35%
$300 per hour for Standalone Financial Planning
Fee-only: Standalone Financial Planning at $300 per hour (hourly fee)
Main office
2631 NW 41st Street, Suite E2
Gainesville FL 32606
Advisors at this office
3
Most active in
Alabama · Florida · Georgia · North Carolina · Texas
Also doing business as
Mallini Complete Financial Planning LLC · Together And/Or Together Planning · Together Planning
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
George M
Series 65
Gainesville, FL
Together Planning
George Mallini is a financial advisor at Together Planning with 11 years of industry experience. He holds a Series 65 designation and has worked at Together Planning since 2015. Together Planning provides financial planning and portfolio management to individuals and families, including high-net-worth clients, as well as charitable organizations, small businesses, and retirement plan participants. The firm offers a range of services from standalone financial planning to integrated planning with investment management, using firm-developed model portfolios and Independent Managers, including ESG-oriented strategies where selected.
Judson M
CFP®, Series 63, Series 65
Gainesville, FL
Together Planning
Judson Mallini is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Together Planning since 2015 and was previously with PRUCO Securities, LLC for nine years. Mallini holds Series 63 and Series 65 licenses. Together Planning provides financial planning and portfolio management to individuals, families, charitable organizations, small businesses, and retirement plan participants. The firm offers both standalone financial planning and integrated investment management, utilizing model portfolios, independent managers, and ESG-oriented ETFs based on client preferences.
Lia B
CFP®, Series 65
Gainesville, FL
Together Planning
Lia Bertelson is a financial advisor at Together Planning with 10 years of industry experience. She holds the CFP® designation and Series 65 license. Prior to her current role, she worked at St. David's Episcopal Preschool for four years. Together Planning provides financial planning and portfolio management services to individuals, families, charitable organizations, small businesses, and retirement plan participants. The firm combines written financial plans with ongoing monitoring and uses both firm-developed model portfolios and Independent Managers, including ESG-oriented options, for investment management.
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